Daryl Northrop
Summary
Director, Regional Manager responsible for delivering timely capital markets insights, investment solutions and practice management strategies to top performing financial advisors and RIAs in Eastern PA, DE and MD with over 18 years of releveant experience.
Overview
18
18
years of professional experience
Work History
Director, Regional Manager
AllianceBernstein
Nashville, TN
10.2016 - Current
- Responsible for building and maintaining relationships with financial advisors and RIAs that focus on high net worth individuals in Eastern PA, DE and MD
- Deliver timely capital markets insights, investment solutions and practice management strategies to top performing teams in the region
- Partner with Regional Consultant to effectively and efficiently manage territory initiatives, budgeting, scheduling, sales ideas and CRM best practices
- Proficient in YCharts, Morningstar, Zephyr, Walletshare and Salesforce
- Work closely with local COIs from various partner firms
- Expert in active ETF, mutual fund and SMA investment vehicles
- Perennial top producing Regional Manager at AllianceBernstein
- Certified Practice Management Consultant designee
Regional Consultant
AllianceBernstein
New York, NY
01.2011 - 09.2016
- Partner with my Regional Manager to disseminate AB’s investment solutions, research insights and practice management strategies to financial advisors in North Florida
- Expert in developing territory segmentation strategies using Market Metrics, top producer lists and Sales Force
- Responsible for managing COI relationships with firms such as Merrill Lynch and Wells Fargo
- Conduct quarterly one on one FA meetings with the goal of driving sales and generating new relationships for my RM
- Proficient in utilizing Morningstar, Zephyr and AB’s propriety analytical tools
- Work closely with the Strategic Relations Group to help support partner firm conferences and events
- Instrumental in new hire development through conducting trainings on focus products and Sales Force use
Mutual Fund and Annuity Internal Wholesaler
Citi Smith Barney
New York, NY
01.2007 - 01.2009
- Contacted top producing financial advisors with new products and system enhancements
- Named annuity coordinator and point person for all internals with product related questions
- Responsible for disseminating fixed annuity rates to all advisors on a weekly basis
- Trained new advisors on internal systems, various mutual fund and annuity products available to them
- Traveled nationally to Smith Barney branches to educate advisors on the services our team could provide them
Junior Trader
Knight Capital Group
Jersey City, NJ
01.2006 - 01.2007
- Trading associate responsible for managing both an internet media and technology pad
- Facilitated institutional block trades between sales traders and the street to achieve best price execution
- Responsible for transmitting indications of interest with the goal of crossing buyers and sellers
- Proficient in technical analysis and various charting techniques
- Successfully completed Knight Capital Group’s Associate Rotational Program
Education
Bachelor of Science - Supply Chain and Information Systems
Pennsylvania State University
12.2005
Skills
- Sales
- Capital Markets
- Practice Management
- Salesforce
- Morningstar
- Budgeting
- Investments
- YCharts
- Prospecting
- Relationship Building
Honors And Awards
- AB Advisor Training Program (2016): selected as one of six candidates, firm wide, to participate in a two year, intensive sales program
- AB Century Club (2012, 2013, 2014)
- AB Above and Beyond Award winner (2014)
- Penn State Varsity Swim Team Letterman (2001-2005)
- Varsity Swim Team Captain (2003-2005)
- Jerome Weinstein Award recipient (2004): given to a single athlete who demonstrated superior work ethic and outstanding dedication to a specific sport
Registrations
- Series 7
- Series 63
- Series 55
Timeline
Director, Regional Manager
AllianceBernstein
10.2016 - Current
Regional Consultant
AllianceBernstein
01.2011 - 09.2016
Mutual Fund and Annuity Internal Wholesaler
Citi Smith Barney
01.2007 - 01.2009
Junior Trader
Knight Capital Group
01.2006 - 01.2007
Bachelor of Science - Supply Chain and Information Systems
Pennsylvania State University